Senior Investment Advisor: Build a High-Net-Worth Portfolio (Markham)

Senior Investment Advisor: Build a High-Net-Worth Portfolio (Markham)

27 Aug
|
SG Wealth Management
|
Markham

27 Aug

SG Wealth Management

Markham

SG Wealth Management in Markham, Ontario, is seeking an experienced Senior Investment Advisor / Wealth Advisor. This client-facing, sales-focused role requires building relationships, presenting investment solutions, closing business, and growing AUM.

You should have 10+ years in investment sales and wealth management, with expertise across mutual funds, RRSPs, TFSAs, RESPs, and retirement portfolios; CFP preferred and CFA or advanced credentials highly valued.

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📌 Senior Investment Advisor: Build a High-Net-Worth Portfolio (Markham)
🏢 SG Wealth Management
📍 Markham

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